India

India looking beyond Horlicks and Lux? A story of struggling HUL even as Sensex doubled in 5 years

Hindustan Unilever faces challenges as its growth slows. Traditional brands like Horlicks and Lux are seeing reduced demand. New-age competitors are gaining ground in beauty and personal care. Home care remains a strong segment. HUL is implementing strategies for volume recovery and sharper segmentation. Investors anticipate steady growth rather than rapid returns. Source link

India

Earnings revival likely in 2026, time to build domestic-focused portfolios: Sridhar Sivaram

Enam Holdings’ Sridhar Sivaram expects India’s earnings growth to rebound in 2026 as the government pivots from investment to consumption, GST cuts take effect and RBI begins rate reductions. He warns low nominal GDP and flawed inflation readings have suppressed earnings this year but sees financials, NBFCs, consumption and gold outperforming as domestic demand strengthens and policy easing improves sentiment. Source link